CSV2QBO (macOS): Convert CSV/Excel to QBO (web connect) format and import into Quickbooks [2019]
Use ProperSoft CSV2QBO at https://www.propersoft.net/products/csv2qbo to convert CSV/Excel files to QBO (web connect) format and import into Quickbooks 2019, 2018, 2017, 2016 (Windows/Mac/Online).
Start CSV2QBO converter and open a CSV or Excel file. Review transactions before converting, check that dates are correct, have the correct year, expenses are negative and payments to the account are positive.
Set INTU.BID number to match your bank or use a default value.
Set the Account ID (number) and the Account Type. For multiple accounts, use a different account ID for each account.
Convert QFX/OFX/QBO/QIF to QIF and import into Quicken, Quicken 2007 Mac, LessAccounting, YNAB, NetSuite, MYOB, AceMoney. For more details, visit https://www.propersoft.net/bank2qif/
https://www.youtube.com/watch?v=lZRl-aAr8ok
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Login into Quickbooks Online to import a QBO file and click on 'Banking'. If you have the account already created, select that account. Look for the 'File Upload' button and click on it. Look for the 'Browse' button. Click on it to browse for the QBO file. Then click 'Open' and 'Next'.
Review that QBO file you are going to import: file name, Account ID, Account Type and Date range. If everything looks good and this is correct QBO file, select Quickbooks account you want to import your data into. Then click 'Next' and click 'Let's go!'.
Click 'For Review'. You can see four transactions are imported. The Description is actually Payee name from the QBO file. The Payee column is empty because this is Vendor records in Quickbooks to match. Now you have to categorize the transactions and match them to Vendors or Payees. Click on the transaction. And then select Vendor records and Category, which is expense or income account. Click 'Add' to add the transaction to the register. Continue for all transactions.
Let's say you realized, that it is incorrect imported QBO file or something wrong with a file, and you don't want those transactions to be here. So, select all transactions. Then select 'Batch actions' and click 'Exclude Selected'. Go to 'Excluded'. Select all of them again and then select 'Batch actions' and click 'Delete'. So, this way, you completely delete those transactions from Quickbooks Online.
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https://www.youtube.com/watch?v=yC985YfFqUw
Use ProperSoft CSV2OFX at https://www.propersoft.net/products/csv2ofx to convert CSV/Excel to OFX and import into Quickbooks Online, Xero, YNAB, MS Money and more.
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Start CSV2OFX converter and open a CSV file. Review transactions before converting, reassign columns if needed. Make sure expenses are negative and deposits are positive.
Choose the OFX target to better work with your accounting software or use the "regular OFX" option. Click the 'Convert' button to create an OFX file.
In your accounting software, look for the "File Upload" or "Import a statement", import an OFX file and review transactions after import.
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https://www.youtube.com/watch?v=FqhAjYFg1uE
This tutorial shows how to import transactions in Quicken 2017. It is also applicable for Quicken 2019, 2018 or previous versions.
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When you import a QIF file, a QFX file and you don't want transactions to go right into the register, you want to see them separately.
Go to 'Edit'- 'Preferences'. Click on 'Downloaded transactions' - uncheck 'Automatically add to banking registers'. Then you can accept/delete transactions, you will see them separately after import.
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https://www.youtube.com/watch?v=tu9WICLiPMI
Import CSV into Quicken 2015 using ProperSoft CSV2QIF Converter at https://www.propersoft.net/csv2qif/ see full tutorial details at https://www.propersoft.net/howto/import-csv-into-quicken-2015-with-categories
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https://www.youtube.com/watch?v=5rOReT_8VkI
Convert OFX to QBO and import into Quickbooks, (PC/Mac/Online). For more details, visit https://www.propersoft.net/ofx2qbo/
https://www.youtube.com/watch?v=rUVjv7qJRak
Use ProperSoft Bank2CSV at https://www.propersoft.net/products/bank2csv to make a CSV file compatible with Xero (xero.com) and import it easily.
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The tutorial shows how to import a CSV file, map the columns, review transactions, assign vendors and expense accounts.
Import created CSV file into Xero Online accounting system:
- From this step, you must have already created a CSV file. You can download it from your Online Banking or you can create with ProperSoft converter, for example, PDF2CSV or Bank2CSV converters. And when you convert to CSV, select Xero, as a 'CSV Target' for your CSV file. So the file will be properly formatted for Xero. If your CSV file downloaded from your Online Banking, maybe you would need to map it.
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https://www.youtube.com/watch?v=bigz1E1PLx8
Export transactions from your PayPal account as CSV file and then use a ProperSoft converter at https://www.propersoft.net/ to convert to a format your accounting software imports.
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This tutorial shows how to download PayPal transactions into a CSV file.
- When you login into PayPal Account, click on 'Reports' button.
- Then click on 'Activity download'.
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https://www.youtube.com/watch?v=VAY9xXJKJK4